Magnetic makes managing tasks so easy.


To start, click on Tasks on the navigation bar at the top of your screen.


1. Selecting multiple tasks

  • You can select multiple tasks by clicking on a white space on each of those tasks. Do not tick the checkbox unless you want to mark that task as "complete".
  • When the tasks are selected, the colour of the tasks will be darker.


Now that you have selected multiple tasks you can do the following:


2. Bulk drag and drop tasks

  • Hover over the left side of the selected tasks and you will see a "multi-direction" icon appear. 
  • Click on this icon and while holding the button down, drag the group of tasks where you want to move them to. 
  • Release the button to drop the tasks at their new position.


3. Bulk Edit tasks

  • Select all the tasks you wish to edit at the same. 
  • Hover over the "Bulk Actions" dropdown menu at the top of the screen.
  • You will see several options Bulk Action Options on this menu.
  • Select the "Edit" option.
  • A "Bulk Task Edit" screen will open on your screen. 
  • Make the changes where relevant. e.g. Bulk adding an owner to all the tasks.
  • Save to save the changes to all the tasks you selected.



4. Bulk Add Owners to tasks

  • Select all the tasks you wish to edit at the same time.
  • Hover over the "Bulk Actions" dropdown menu at the top of the screen.
  • You will see several Bulk Action options on this menu.
  • Select the "Edit" option.
  • A "Bulk Task Edit" screen will open on your screen.
  • Select the task Owner.
  • Save. All the tasks you selected will now have that Owner.


5. Bulk adjust dates

  • Select all of the tasks that you wish to adjust dates for at the same time
  • Hover over the "Bulk Actions" dropdown menu at the top of the screen.
  • You will see several Bulk Action options on this menu.
  • Select the "Adjust Dates" option
  • Input the the amount of days you would like to adjust task dates by. You can input the amount of calendar days or choose a date from the calendar which will auto calculate the number of calendar days for you.
  • Click "Adjust"
  • All of your task start and end dates will be adjusted accordingly.


6. Bulk comment on tasks

  • Select all of the tasks that you wish to comment on at the same time
  • Hover over the "Bulk Actions" dropdown menu at the top of the screen.
  • You will see several Bulk Action options on this menu.
  • Select the "Comment" option
  • Enter your comment. (you can also upload a file or change the comment watchers)
  • If you'd like to copy the comment to the job/opportunity select the "Copy comment/attachments to their Job" checkbox
  • Save.
  • Your comment will be added to all of the tasks selected in the first step.


7. Retrieving "Completed" or "Archived" tasks

 

Please see this video below of some of the bulk actions available on tasks.





8. What do the colours on tasks mean?

 

Colours are used to give you a quick visual representation of task due dates.


Green      - Task has not yet become due.

Orange    - Task is overdue by less than a week.

Red          - Task is overdue by more than a week .




Next Step:

Click on "My Actions" on the bottom of your screen to see your urgent tasks and follow-ups.